AmeriTrust Investment Advisors

Contact us at (918) 610-8080

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AmeriTrust Investment Advisors Overview

AmeriTrust Investment Advisors, Inc. (AIA), a Registered Investment Advisor firm, is an affiliated company which provides fee-for-service financial planning and investment management services for individuals, companies and charitable organizations. You will receive objective and personalized financial planning advice to help preserve and grow your wealth. We do not receive any commissions, rebates, finder’s fees or other forms of compensation from third parties.

AMERITRUST INVESTMENT ADVISORS PROVIDES THE FOLLOWING SERVICES:

  • FINANCIAL PLANNING
  • INVESTMENT MANAGEMENT

Click here to view our written Disclosure Brochure (Part 2A of Form ADV).

Click here to view our written Disclosures and Privacy Notice.

Locations

Tulsa

4506 S. Harvard Ave., Tulsa, OK 74135

PH: (918) 610-8080

Tulsa

4506 S. Harvard Ave., Tulsa, OK 74135

(918) 610-8080

Our Team

J. Harvie Roe

J. Harvie Roe

President of Argent Trust Oklahoma-Tulsa
Tulsa

Harvie Roe is President and Founder of Argent Trust Oklahoma's Tulsa office, formerly AmeriTrust Corporation. The firm provides fee-for-service financial services including investment management, trust administration, and personal financial planning. He was previously...

Jaylon Rodriguez

Jaylon Rodriguez

Financial Analyst
Tulsa

Jaylon Rodriguez joined the Tulsa team in 2023 as a financial analyst. Rodriguez will provide financial analytics and research support for clients. Before becoming a valuable asset to Argent, Rodriguez pursued his academic journey at the University of Oklahoma. During...

Kenny Brown, Jr, MBA

Kenny Brown, Jr, MBA

President of Argent Trust Oklahoma-Tulsa, Chief Operating Officer
Tulsa

Kenny Brown Jr. serves as President of Argent Trust Oklahoma in Tulsa while maintaining his crucial role as Chief Operating Officer of Argent Trust Oklahoma. He has been with Argent Financial Group since 2013, bringing more than ten years of trust and investment...

Laurie Horton, CPA

Laurie Horton, CPA

Assistant Vice President/Financial Planning
Tulsa

Laurie has been with the financial planning department at AmeriTrust Investment Advisors, Inc. since 2002 and is committed to helping her clients reach their financial goals through comprehensive personal financial planning. She helps clients make prudent financial...

Myles Linhares

Myles Linhares

Financial Planning Analyst
Tulsa

Myles Linhares joined the Tulsa team in 2021 as a financial planning analyst and brings to the company eight years of experience in wealth management, in his role, Linhares will provide financial analytics and research support for clients. Prior to working with Argent...

Ron Dugan, CFA®

Ron Dugan, CFA®

Sr. Portfolio Manager
Tulsa

Ron joined Argent Trust Oklahoma (formerly AmeriTrust) in 2020 as Portfolio Manager in our Tulsa office, bringing more than 30 years of investment management experience serving clients ranging from endowments, foundations, trusts, pensions, mutual funds, and high...

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